See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,330 | $148,534+94.1% | $135,903+112.2% | $139,434+106.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.29% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,801 | $5,243-27.5% | $4,856-21.7% | $4,751-20.0% |
| Participant deferral / active EE | $13,403 | $8,100+65.5% | $7,758+72.8% | $6,710+99.7% |
| Admin fee / account holder | $3,539 | $12,400-71.5% | $10,762-67.1% | $11,403-69.0% |